Overview
Assets Under Management: $222 million
Headquarters: HEATH, TX
High-Net-Worth Clients: 124
Average Client Assets: $0.9 million
Frequently Asked Questions
LAKE POINT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #170398), LAKE POINT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LAKE POINT WEALTH MANAGEMENT, LLC is headquartered in HEATH, TX.
LAKE POINT WEALTH MANAGEMENT, LLC serves 124 high-net-worth clients according to their SEC filing dated May 30, 2018. View client details ↓
According to their SEC Form ADV, LAKE POINT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LAKE POINT WEALTH MANAGEMENT, LLC manages $222 million in client assets according to their SEC filing dated May 30, 2018.
According to their SEC Form ADV, LAKE POINT WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.15%
Average Client Assets: $0.9 million
Total Client Accounts: 5,485
Discretionary Accounts: 5,485
Regulatory Filings
CRD Number: 170398
Filing ID: 1221126
Last Filing Date: 2018-05-30 12:48:00